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Our Process
STEP 1
Idea Generation
Network of portfolio companies (public and private), investors, entrepreneurs, other industry participants, conferences and small research firms
STEP 2
Research
Extensive review of company history and fundamentals as well as research competitors, suppliers, customers
STEP 3
Position Selection
Creation of upside and downside financial and valuation cases with particular attention to terminal business value and to potential acquisition value of business
STEP 4
Portfolio Construction
Scale positions up and down as prices change in the absence of fundamental developments as well as monthly portfolio review to resize positions and evaluate gross and net exposure
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